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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,178 | $175,231-46.8% | $149,696-37.8% | $139,466-33.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.38% | 166.77%-148.4pp | 134.46%-116.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $1,416 | $5,478-74.2% | $4,821-70.6% | $4,754-70.2% |
| Participant deferral / active EE | $2,908 | $6,521-55.4% | $5,682-48.8% | $6,712-56.7% |
| Admin fee / account holder | $552 | $16,155-96.6% | $13,212-95.8% | $11,409-95.2% |